Client Account Access LPL Financial Account ViewAmerican Funds (directly held accounts including 529 and UTMA)Secure Client Vault LoginThis link takes you to our client vault login. The vault allows us to exchange files via a secure personal file folder. Note that prior account set up by our office is required.401(k) Plan ParticipantsAccess links vary by employer. Please review your statement for the proper login link or contact our office for guidance.The links above give you access to various account related sites. Please feel free to call our office if you have questions or concerns.PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.